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Leads institutional sales, business development, and client relationship management for Nicola Institutional. The role develops growth strategies, builds and manages prospect pipelines, secures new institutional clients and assets under management, deepens existing relationships, delivers pitches and investment solutions, and coordinates with investment and internal teams. Responsibilities also include Salesforce tracking, sales operations, reporting, marketing collateral, compliance, market representation, and participation in conferences and client events.

Write and edit persuasive, on-brand copy for wealth management campaigns and content across web, social, email, advertising, print, podcasts, and long-form channels. Develop creative concepts with designers, maintain brand voice, translate complex financial topics for high-net-worth audiences, and ensure content meets compliance and disclosure requirements. Manage briefs, feedback, revisions, and multiple deadlines while collaborating with marketing, creative, compliance, and subject-matter experts.

Provides accurate back-office support for investment products throughout trade processing. Responsibilities include monitoring portfolio recommendations, entering trades into ticketing systems, reviewing trade execution and settlement, identifying issues, supporting compliance, maintaining documentation, collaborating on projects, and improving operational processes. Requires finance or investment administration education or experience, at least two years of financial services back-office experience, strong accuracy, analytical ability, communication, organization, and multitasking skills.

Owns Nicola Wealth’s growth marketing and demand-generation engine, including the full digital funnel, paid and organic acquisition, CRO, landing pages, lead nurturing, lifecycle email, marketing automation, CRM integration, attribution, and reporting. Leads marketing technology, customer lifecycle marketing, AI-search visibility strategies, and a team of employees, agencies, and vendors while partnering with Sales, Content, Brand, and Compliance to drive qualified pipeline, revenue, retention, and measurable marketing ROI.

Provides comprehensive executive and administrative support to the Managing Director, Insurance, including calendar and correspondence management, travel coordination, meeting organization, research, reporting, expense reconciliation, presentations, and confidential communications. The role coordinates projects, manages stakeholder relationships, anticipates leadership needs, and supports time-sensitive initiatives in a hybrid Vancouver office environment.

Serve as the primary interface between Public Assets portfolio managers, advisors, and clients. Translate investment strategy, portfolio positioning, and performance into client-ready messaging, develop marketing and reporting materials, support product development through market and competitive analysis, and analyze product performance to recommend enhancements. Represent the firm at client meetings and events.

As an Insurance Advisor, you'll grow sales, build relationships with physicians, provide insurance solutions, and be mentored by experienced leaders.

The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.

The Wealth Advisor provides comprehensive wealth planning, manages client relationships, and delivers investment management solutions tailored to client needs.

As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.